See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,267 | $96,137-20.7% | $136,007-43.9% | $80,874-5.7% |
| Participation rate | 71.4% | 71.2%+0.2pp | 76.5%-5.0pp | 67.6%+3.8pp |
| Annual return | 7.02% | 28.70%-21.7pp | 579.32%-572.3pp | 35.62%-28.6pp |
| Employer contribution / active EE | $1,825 | $3,350-45.5% | $4,215-56.7% | $2,756-33.8% |
| Participant deferral / active EE | $3,420 | $5,706-40.1% | $7,024-51.3% | $4,297-20.4% |
| Admin fee / account holder | $1,479 | $8,236-82.0% | $6,858-78.4% | $6,935-78.7% |